a16z Capital Management, L.L.C. 13F Holdings · Q2 2026
a16z Capital Management, L.L.C. reported 19 securities worth $14.21B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (89.97%), NAVN (4.54%), RVMD (1.21%). Among its top 25 positions this quarter: 4 new, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $12.79B | 89.97% | 74.9M | New |
| 2 | NAVN | NAVAN INC | $645.4M | 4.54% | 28.2M | Hold |
| 3 | RVMD | REVOLUTION MEDICINES INC | $172.5M | 1.21% | 921,099 | Hold |
| 4 | META | META PLATFORMS INC | $119.7M | 0.84% | 212,531 | Hold |
| 5 | FIG | FIGMA INC | $108.2M | 0.76% | 6.0M | Trimmed |
| 6 | BIOA | BIOAGE LABS INC | $79.2M | 0.56% | 3.2M | Hold |
| 7 | XYZ | BLOCK INC | $77.3M | 0.54% | 1.0M | Hold |
| 8 | ERAS | ERASCA INC | $52.4M | 0.37% | 2.9M | Hold |
| 9 | MAZE | MAZE THERAPEUTICS INC | $50.8M | 0.36% | 1.7M | Hold |
| 10 | DMRA | DAMORA THERAPEUTICS INC | $32.2M | 0.23% | 1.2M | Hold |
| 11 | OMDA | OMADA HEALTH INC | $25.3M | 0.18% | 1.2M | Trimmed |
| 12 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $16.9M | 0.12% | 9.1M | Trimmed |
| 13 | RBLX | ROBLOX CORP | $14.9M | 0.11% | 274,570 | New |
| 14 | AKTS | AKTIS ONCOLOGY INC | $13.4M | 0.09% | 415,000 | Hold |
| 15 | CAMP | CAMP4 THERAPEUTICS CORP | $9.3M | 0.07% | 2.1M | Hold |
| 16 | BTGO | BITGO HOLDINGS INC | $3.5M | 0.02% | 666,356 | Hold |
| 17 | KLRA | KAILERA THERAPEUTICS INC | $3.1M | 0.02% | 140,000 | New |
| 18 | DNA | GINKGO BIOWORKS HOLDINGS INC | $1.1M | 0.01% | 108,568 | Hold |
| 19 | IPST | IP STRATEGY HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 20 | IPST | IP STRATEGY HOLDINGS INC | $9,722 | 0.00% | 4,137 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR